Edge Advisors’s Gartner IT Stock Holding History

Edge Advisors’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$1.99M	Buy	14,952 +1,600	+12%	+$205K	0.18%	120
2018 Q1	$1.57M	Buy	13,352 +3,204	+32%	+$400K	0.15%	132
2017 Q4	$1.25M	Buy	10,148 +351	+4%	+$42.6K	0.12%	139
2017 Q3	$1.22M	Buy	9,797 +100	+1%	+$12.4K	0.13%	136
2017 Q2	$1.2M	Buy	9,697 +995	+11%	+$115K	0.14%	143
2017 Q1	$939K	Buy	8,702 +1,560	+22%	+$161K	0.12%	156
2016 Q4	$720K	Buy	+7,142	New	+$690K	0.09%	179

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edge Advisors's IT Position: Q2 2018 in Review

Edge Advisors increased its Gartner (IT) stake by 12% in Q2 2018, buying an estimated $205K and bringing the position to 14,952 shares worth $1.99M. The position accounts for 0.18% of the portfolio, ranked #120.

Edge Advisors first reported a position in IT in Q4 2016 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold IT as of Q2 2018.

Edge Advisors held 14,952 shares of Gartner worth $1.99M as of Q2 2018.
Edge Advisors bought 1,600 Gartner shares in Q2 2018, an estimated $205K.
Gartner made up 0.18% of Edge Advisors's portfolio in Q2 2018, its #120 holding.
Edge Advisors first reported a position in Gartner in Q4 2016 and has held it in 7 quarters since.
439 funds tracked by Wall St. Rank held Gartner as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.